Record order book and High-NA systems to enhance lithography systems and equipment leader ASML”s long-term growth prospect. counterpointresearch.com/asml-net-sales…

Global Wafer Fab Equipment (WFE) manufacturers’ revenue will grow 18% in 2022 to exceed $129 billion with Top 5 WFE manufacturers’ revenue past $100 billion. Click below for more details counterpointresearch.com/global-wafer-f…

#TSMC’s Q2 2022 net revenue at US$ 18.16 billion. Gross margin at 59.1%. #HPC platform to help TSMC's revenue growth in the long term achieve CAGR between 15% to 20%. TSMC’s net revenue to surpass Intel’s revenue in 2022. Introduction of N3 to lower gross margin by 2-3% in 2023.

"It's an extension of your hand. If you look at the bottom of Maslow's hierarchy of needs, you cannot live without your iPhone. You spend more time with your iPhone than your loved ones." - Neil Shah, Counterpoint Research tells me and @CNBCJou on CNBC International

GlobalFoundries reported strong earnings for Q3 2022 with one of the big takeaways being growth in smartphones driven by premium segments. Our Senior Analyst Ashwath Rao will be publishing his thoughts shortly: counterpointresearch.com/blog/ GlobalFoundries #technology #technews

Oasis Smart SIM Demonstrates new CloudSIM™ Solution | #MWC23 x.com/i/broadcasts/1…

First tweet of my life.....